Collect Data for Global Order Promising

You must collect setup details, supply data, and demand data into the planning repository.

Collect Data

You must collect data so Promising can use the latest setup, supply, and demand details in your supply chain and accurately promise your item. Here are some examples of when you need to collect:

• You create or modify an assignment set, sourcing rule, ATP rule, or profile option.
• The reference data that your sourcing rules use change, such as organizations, items, regions, and so on.
• You create or modify work definitions, item structures, resources, organizations, or transit times that affect a bill of resources.
• You create or modify a work definition and item structure for a configured item.
• Your bill of materials or routing details change.
• Before you do various actions, such as the Aggregate Batch Scheduling Metrics action, Promising Supply Availability action, and so on.
• You ship or cancel a sales order.

This topic provides a high level summary of collecting, but there's lots more to know. For details, see Overview of Data Collections for Supply Chain Planning.

Try it.

1. Go to the Plan Inputs work area.
2. Click Tasks > Collect Planning Data, then collect the entities that you need. Here are some examples of the entities that you might need to collect. They'll be different depending on that changes that you've made:
   • Items
   • Item Structures
   • Work Definitions
   • Organizations
   • Resources
   • Shipping Methods
   • Suppliers

Consume Supply for Draft Orders When Collecting Data

Consume each order line's supply when you collect data even though the sales order is only in draft status. This feature helps you preserve each line's supply until you submit or cancel the order. Use it to collect sales orders that are in draft status and that you scheduled but haven't submitted in the Order Management work area. Global Order Promising will keep that supply until you submit or cancel the order.

Prevent other sales orders from scheduling your order's supply.

Try it:

1. Go to the Order Management work area, create and save a sales order on the New Sales Order page, then schedule the order.
2. Go to the Plan Inputs work area, click Tasks > Collect Planning Data, then collect data.
3. On the Plan Inputs page, click Open, search for Supplies and Demands, then click OK.
4. Click Supplies and Demands to display sales orders that are in draft status and that you collected.

Past due demand is demand that has a scheduled date that happens before today's date. Promising keeps the supply that it consumes for each draft sales order until Order Management unschedules or cancels the sales order, or until the sales order becomes past due. You can use the Past-Due Demand Considered in Days attribute on your ATP rule to specify how long to keep supply for draft sales orders that are past due. For details, see Past Due Demand and Supply.

You can't:

• Use an over-the-counter transaction with this feature.
• Reserve supply for a sales order that's in draft status.
• Collect a draft sales order that you revised.
• Substitute an item in a draft sales order.

Other planning applications won't process a draft sales order, including Backlog Management, Supply Planning, Demand Management, Replenishment Planning, and Sales and Operations Planning.

For more, see Redwood: Select and Schedule Your Preferred Fulfillment Options for Order Lines.